Tagging clients allows you to organize them into specific groups.
- Open your Client page and check the box next to one (or more) clients you'd like to tag.
2. Click Add Tags in the More Options drop-down menu.
3. Type the tag you want and press enter. To remove a tag, click the X next to the existing tag.
4. Click the Add Tag button.
5. Repeat steps 3-4 to add more tags.
Tagging a Customer from his/her Profile Page
- Locate the Tag field on the client's profile page.
2. Click on the open field to add a new tag.
3. Hit your Enter key to save the tag. The saved tag will appear white.
4. You can add as many tags as needed by repeating 1-3.